+630.6%
ADI vs CSGP
+72.5%
+558.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.3% | +6.3% | +7.8% |
| 7D | -4.4% | -1.8% | -2.6% | -3.8% |
| 30D | -2.8% | +5.3% | -8.1% | -6.2% |
| 3M | +1.5% | +3.3% | -1.8% | -2.4% |
| 6M | -4.7% | -4.7% | 0.0% | -7.5% |
| YTD | +46.8% | -53.5% | +100.4% | +91.1% |
| 1Y | +74.9% | -53.7% | +128.6% | +127.5% |
| 3Y | +147.4% | -59.7% | +207.2% | +235.1% |
| 5Y | +131.9% | -62.5% | +194.4% | +214.0% |
| 10Y | +630.6% | +67.3% | +563.3% | +372.8% |
| All | +630.6% | +72.5% | +558.0% | +372.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CSGP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling